Northwest Financial Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-576
Closed -$24.2K 245
2024
Q3
$24.2K Buy
+576
New +$24.2K 0.02% 301
2024
Q1
Sell
-551
Closed -$19.8K 228
2023
Q4
$19.8K Buy
+551
New +$19.8K 0.02% 303